+9.0%
PAYX vs VCIT
+3.7%
+5.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | -1.2% | -1.4% | +0.3% | +0.1% |
| 30D | +7.8% | +0.6% | +7.3% | +7.3% |
| 3M | -6.8% | -2.2% | -4.6% | -4.9% |
| 6M | +31.3% | -2.3% | +33.6% | +34.0% |
| YTD | +7.7% | -2.2% | +9.9% | +9.7% |
| 1Y | +8.1% | -1.4% | +9.4% | +9.3% |
| 3Y | +12.2% | +18.7% | -6.6% | -3.3% |
| All | +9.0% | +3.7% | +5.4% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling